Anic Equity¶
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Total return since start: 0.601 %¶
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Equity now: -----------------------------> 48890.64 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42207.04 Kr¶
PnL: ---------------------------------------> -226.24 Kr¶
DD now: ---------------------------------> -7.963 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 12:09:01.075804'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.010000 | 1666.440000 | 198.900000 | 13.550000 | 1467.540000 |
| JM | 6 | 1.950000 | 879.000000 | 16.800000 | 1.950000 | 862.200000 |
| Sagax A | 4 | 0.930000 | 868.000000 | 16.000000 | 1.880000 | 852.000000 |
| Hoist Finance | 35 | 1.610000 | 994.000000 | 15.750000 | 1.610000 | 978.250000 |
| Orrön Energy | 180 | 0.530000 | 2051.100000 | 13.500000 | 0.660000 | 2037.600000 |
| Platzer Fastigheter Holding B | 12 | 1.250000 | 970.800000 | 12.000000 | 1.250000 | 958.800000 |
| Sagax B | 4 | 1.410000 | 864.000000 | 12.000000 | 1.410000 | 852.000000 |
| HEXPOL B | 9 | 0.090000 | 1029.600000 | 11.700000 | 1.150000 | 1017.900000 |
| Catena | 2 | 1.320000 | 800.000000 | 10.400000 | 1.320000 | 789.600000 |
| Atrium Ljungberg B | 5 | 0.910000 | 941.500000 | 8.500000 | 0.910000 | 933.000000 |
| BioGaia B | 8 | 0.600000 | 933.600000 | 5.600000 | 0.600000 | 928.000000 |
| AcadeMedia | 8 | 0.500000 | 404.800000 | 3.600000 | 0.900000 | 401.200000 |
| Clas Ohlson B | 12 | 0.250000 | 973.200000 | 2.400000 | 0.250000 | 970.800000 |
| EQT | 4 | 0.140000 | 830.800000 | 1.200000 | 0.140000 | 829.600000 |
| ASSA ABLOY B | 3 | 0.150000 | 778.200000 | 1.200000 | 0.150000 | 777.000000 |
| Bilia A | 8 | -0.090000 | 898.400000 | 0.800000 | 0.090000 | 897.600000 |
| Biotage | 7 | 0.070000 | 940.100000 | 0.700000 | 0.070000 | 939.400000 |
| Byggmax Group | 33 | -0.280000 | 951.720000 | -2.640000 | -0.280000 | 954.360000 |
| Gränges | 9 | -0.390000 | 922.500000 | -3.600000 | -0.390000 | 926.100000 |
| Creaspac SPAC | 39 | -0.210000 | 3705.000000 | -3.900000 | -0.110000 | 3708.900000 |
| SKF B | 5 | -0.430000 | 934.000000 | -4.000000 | -0.430000 | 938.000000 |
| OX2 | 13 | -0.550000 | 942.500000 | -5.200000 | -0.550000 | 947.700000 |
| Hexatronic Group | 12 | -1.540000 | 949.680000 | -14.880000 | -1.540000 | 964.560000 |
| Alimak Group | 11 | -2.020000 | 907.500000 | -18.700000 | -2.020000 | 926.200000 |
| Nordic Waterproofing Holding | 7 | -2.320000 | 942.200000 | -22.400000 | -2.320000 | 964.600000 |
| Latour B | 4 | -3.460000 | 825.600000 | -29.600000 | -3.460000 | 855.200000 |
| VEF | 909 | -2.160000 | 1812.550000 | -32.720000 | -1.770000 | 1845.270000 |
| Addnode Group B | 11 | -3.890000 | 882.750000 | -35.750000 | -3.890000 | 918.500000 |
| Hexagon B | 26 | -1.430000 | 3402.100000 | -49.400000 | -1.430000 | 3451.500000 |
| Indutrade | 5 | -4.450000 | 1160.500000 | -54.000000 | -4.450000 | 1214.500000 |
| Bufab | 3 | -4.930000 | 1051.800000 | -54.600000 | -4.930000 | 1106.400000 |
| BHG Group | 97 | -4.730000 | 1387.100000 | -67.900000 | -4.670000 | 1455.000000 |
| Vitec Software Group B | 2 | -7.200000 | 1006.000000 | -78.000000 | -7.200000 | 1084.000000 |
| INVISIO | 16 | -2.170000 | 3600.000000 | -80.000000 | -2.170000 | 3680.000000 |
| TOTAL | 42207.040000 | -226.240000 | -7.9625% | 42433.280000 |
Updated:¶
'2023-07-03 12:09:17.836107'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
